Investment Planning
Being an expatriate or an international investor, keeping on top of your investments, funds and portfolios can be complicated. Planning on how and where to invest should be a well thought out process taking in to account your risk profile, investment objectives, country of residence, tax & estate planning are just some considerations.

Whether you are a high net worth individual or just starting out on the road to investing, obtaining the right advice and placing your hard-earned money in the best possible funds for the highest returns available is key.

For more information or to arrange a meeting with an adviser  please complete the form below.
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Romania Financial Planning is a trading name of C A Lee - Licensed and regulated insurance broker authorised by the Instituto de Seguros de Portugal under Nș 309310621 for life and non-life insurance business and pension funds. With pasporting rights to operate in Romania under Freedom to Provide services. Click on the relevant regulator icon for more information

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